0318 GMT - Pony AI will likely reach single-unit economics breakeven across its Gen-7 robotaxis in 2026, and for its entire robotaxi fleet in 2027, when its fleet size ramps up to 10,000 units, Daiwa analysts write in a note. The company has extended its cooperation with Sunlight Mobility, a ride-hailing service operator, to lease robotaxi vehicles and pursue an asset-light model, they say. Daiwa expects Pony AI to hold the majority of its vehicle assets itself until end-2027. China's robotaxi industry will also face more competitors next year, including XPeng and Didi. In the short term, more competitors will likely bring more pros than cons for Pony AI, as the company could provide regulators with data at scale and accelerate permits, zone expansion and the establishment of standards, they say. (jiahui.huang@wsj.com; @ivy_jiahuihuang)

(END) Dow Jones Newswires

November 27, 2025 22:18 ET (03:18 GMT)

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